See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EFS ADVISOR4 years Filed as: EFS ADVISORS Service code 26 1995 E RUM RIVER DRIVE S · CAMBRIDGE, MN 55008 | Advisory (Participants) | $56,995 |
PENSERV PLAN SERVICES, INC.10+ years Service code 15 PO BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $17,020 |
LT TRUST COMPANY9 years Filed as: MG TRUST COMPANY LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $8,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,063 | $60,323+36.0% | $81,812+0.3% | $74,495+10.2% |
| Participation rate | 92.0% | 62.9%+29.1pp | 72.3%+19.7pp | 67.2%+24.8pp |
| Annual return | 14.07% | 16.90%-2.8pp | 773.79%-759.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,494 | $2,620-4.8% | $2,912-14.4% | $2,623-4.9% |
| Participant deferral / active EE | $7,167 | $3,387+111.6% | $4,319+65.9% | $4,346+64.9% |
| Admin fee / account holder | $312 | $1,486-79.0% | $7,386-95.8% | $1,942-83.9% |